SG Holding & Partners - Financial Advisers SG Holding Logo
Telephone 0151 339 8181 • Facsimile 0151 347 1791 • 323 Chester Road, Little Sutton, Ellesmere Port, Cheshire CH66 3RF
Advising Partner: W Dalling • Advising Consultants: A G Anderson, H Morris, G R Taylor, L M Batty, R J Patterson
Authorised and Regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 125259 at www.fsa.gov.uk/fsaregister
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Information is available to consumers at the Money Advice Service
The guidance and / or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
S.G. Holding & Partners specialises in giving expert friendly financial advice on life cover, pensions and investments to individuals, as well as a comprehensive range of services for companies.

The guidance you receive from us is wholly unbiased because we are independent and not affiliated to any institution that might influence us. We believe that we have been in the business long enough-established over 30 years, in fact – to be able to provide you with a concise, impartial summary of this complex area and we strive to keep fully abreast of the latest market trends and products available.

S.G. Holding & Partners is small enough to offer you the the first class personal attention that we are so widely recognised for. However, with six fully qualified advisers, we are large enough to offer expert advice on all aspects of financial planning. We spend as much time as necessary with you to make sure you are entirely satisfied with your final choice.

The longevity of S.G. Holding & Partners indicates that our formula works. In fact, many of our current clients have been entrusting their money to us since we started out back in 1978. Now that’s a pretty high recommendation.

How we operate
We start by finding out about your aims and needs, before going on to conduct a thorough financial review with you. Everyone is at a different stage of life and has different expectations and requirements, so we need to establish yours first of all. While we are the experts, we look to you for guidance, so that you retain control of your own portfolio. It is up to you how involved you want to be on a daily basis.

After analysing your situation in detail, we compile a full report of our findings and conclusions, which we then review closely with you. The next stage is to present our considered recommendations to you and agree on the action to be taken. The final stage is the provision of a solution that meets your needs.

Please feel free to Contact us
for a no-obligation chat. We are here to help and look forward to talking to you.

Your privacy is really important to us and in line with the new General Data Protection Regulation (GDPR) we have updated our Privacy Policy
Independent Financial Adviser Yesterday, today and tomorrow - Celebrating over 30 years of providing advice on pensions, investments and mortgages Established 1978